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American Financial Advisors, LLC

Q2 2026 · 13F-HR

American Financial Advisors, LLCholdings as filed

Filed 2026-07-14 · accession 0002085853-26-000727

$831.1M
Reported value
169
Positions
2026-06-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
46090E103QQQINVESCO QQQ TR$88.4M10.6%120,032CommonNONE
921946810VIGIVANGUARD WHITEHALL FDS$43.6M5.25%467,369CommonNONE
464287622IWBISHARES TR$43.3M5.22%105,848CommonNONE
922908595VBKVANGUARD INDEX FDS$41.8M5.03%114,217CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$41.1M4.94%82,084CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$40.2M4.83%169,693CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$36.1M4.34%436,396CommonNONE
92206C409VCSHVANGUARD SCOTTSDALE FDS$35.6M4.28%450,216CommonNONE
33733E104FTCSFIRST TR EXCHANGE-TRADED FD$35.0M4.21%372,428CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$29.5M3.55%930,420CommonNONE
922908629VOVANGUARD INDEX FDS$27.5M3.31%341,288CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$26.0M3.13%164,162CommonNONE
14020Y508CGCBCAPITAL GRP FIXED INCM ETF T$18.4M2.21%701,386CommonNONE
33734X846CIBRFIRST TR EXCHANGE-TRADED FD$17.8M2.14%198,104CommonNONE
78464A300SLYVSPDR SERIES TRUST$17.6M2.12%161,395CommonNONE
33739Q200LMBSFIRST TR EXCHANGE-TRADED FD$17.0M2.05%341,860CommonNONE
532457108LLYELI LILLY & CO$15.0M1.80%12,501CommonNONE
464287507IJHISHARES TR$15.0M1.80%194,164CommonNONE
808524607SCHASCHWAB STRATEGIC TR$13.5M1.63%374,988CommonNONE
46641Q159JPIEJ P MORGAN EXCHANGE TRADED F$13.2M1.59%286,634CommonNONE
45259A258GRNJTIDAL TRUST III$12.5M1.51%399,037CommonNONE
247361702DALDELTA AIR LINES INC$12.1M1.45%129,104CommonNONE
886364231GRNYTIDAL TRUST I$10.6M1.28%385,033CommonNONE
81369Y860XLRESELECT SECTOR SPDR TR$10.6M1.28%241,154CommonNONE
46641Q837JPSTJ P MORGAN EXCHANGE TRADED F$10.5M1.27%208,413CommonNONE
92189F437ANGLVANECK ETF TRUST$9.2M1.10%313,910CommonNONE
037833100AAPLAPPLE INC$8.2M0.98%28,289CommonNONE
922908769VTIVANGUARD INDEX FDS$6.2M0.75%16,738CommonNONE
023135106AMZNAMAZON COM INC$5.7M0.69%24,121CommonNONE
02079K305GOOGLALPHABET INC$5.5M0.66%15,360CommonNONE
464287200IVVISHARES TR$4.4M0.54%5,938CommonNONE
67066G104NVDANVIDIA CORPORATION$4.0M0.48%19,754CommonNONE
78464A870XBISPDR SERIES TRUST$3.9M0.47%24,664CommonNONE
922042858VWOVANGUARD INTL EQUITY INDEX F$3.3M0.40%55,127CommonNONE
464287465EFAISHARES TR$3.3M0.39%31,348CommonNONE
78464A854SPYMSPDR SERIES TRUST$3.2M0.39%36,840CommonNONE
78464A631XARSPDR SERIES TRUST$2.8M0.34%10,003CommonNONE
808524805SCHFSCHWAB STRATEGIC TR$2.8M0.34%101,777CommonNONE
808524201SCHXSCHWAB STRATEGIC TR$2.5M0.30%84,350CommonNONE
78468R853SPSMSPDR SERIES TRUST$2.4M0.29%41,823CommonNONE
25434V708DFACDIMENSIONAL ETF TRUST$2.3M0.28%52,685CommonNONE
437076102HDHOME DEPOT INC$2.3M0.28%6,540CommonNONE
33738R506RDVYFIRST TR EXCHANGE TRADED FD$2.2M0.27%27,399CommonNONE
95040Q104WELLWELLTOWER INC$2.2M0.26%9,594CommonNONE
464288273SCZISHARES TR$2.1M0.25%25,551CommonNONE
46138G649QQQMINVESCO EXCH TRADED FD TR II$2.0M0.25%6,739CommonNONE
46137V282RSPTINVESCO EXCHANGE TRADED FD T$2.0M0.25%31,641CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$2.0M0.24%2,706CommonNONE
92189F676SMHVANECK ETF TRUST$1.9M0.23%2,931CommonNONE
84265V105SCCOSOUTHERN COPPER CORP$1.9M0.22%10,652CommonNONE
464287630IWNISHARES TR$1.7M0.21%7,721CommonNONE
46641Q761JQUAJ P MORGAN EXCHANGE TRADED F$1.7M0.20%23,129CommonNONE
464287598IWDISHARES TR$1.6M0.20%6,752CommonNONE
14020Y201CGMUCAPITAL GRP FIXED INCM ETF T$1.6M0.19%58,170CommonNONE
78464A607RWRSPDR SERIES TRUST$1.6M0.19%13,737CommonNONE
33740F805FIXDFIRST TR EXCHNG TRADED FD VI$1.5M0.19%35,407CommonNONE
30303M102METAMETA PLATFORMS INC$1.5M0.19%2,730CommonNONE
369604301GEGE AEROSPACE$1.5M0.18%3,947CommonNONE
594918104MSFTMICROSOFT CORP$1.5M0.18%3,930CommonNONE
N97284108NBISNEBIUS GROUP N.V.$1.4M0.17%5,124CommonNONE
23325P104DNPDNP SELECT INCOME FD INC$1.3M0.16%125,094CommonNONE
88160R101TSLATESLA INC$1.3M0.15%2,978CommonNONE
922908611VBRVANGUARD INDEX FDS$1.2M0.15%4,966CommonNONE
191216100KOCOCA COLA CO$1.2M0.14%14,184CommonNONE
14021M107CGIECAPITAL GROUP INTERNATIONAL$1.1M0.13%30,334CommonNONE
464287309IVWISHARES TR$1.1M0.13%8,065CommonNONE
81369Y605XLFSELECT SECTOR SPDR TR$1.1M0.13%20,562CommonNONE
87283Q867TCAFT ROWE PRICE EXCHANGE-TRADED$1.1M0.13%26,563CommonNONE
922908553VNQVANGUARD INDEX FDS$1.1M0.13%11,255CommonNONE
36828A101GEVGE VERNOVA INC$1.1M0.13%920CommonNONE
573874104MRVLMARVELL TECHNOLOGY INC$1.1M0.13%3,622CommonNONE
84615Q103SPCXSPACE EXPLORATION TECHN CORP$1.1M0.13%6,276CommonNONE
595112103MUMICRON TECHNOLOGY INC$1.1M0.13%925CommonNONE
14020X104CGGOCAPITAL GROUP GBL GROWTH EQT$1.1M0.13%25,047CommonNONE
464287655IWMISHARES TR$1.0M0.12%3,427CommonNONE
02079K107GOOGALPHABET INC$1.0M0.12%2,912CommonNONE
464288877EFVISHARES TR$952,9930.11%12,449CommonNONE
81369Y803XLKSELECT SECTOR SPDR TR$946,5310.11%4,968CommonNONE
74347X864UPROPROSHARES TR$844,7010.10%5,957CommonNONE
17275R102CSCOCISCO SYS INC$794,7500.10%6,766CommonNONE
478160104JNJJOHNSON & JOHNSON$787,6350.09%3,101CommonNONE
808524870SCHPSCHWAB STRATEGIC TR$782,4880.09%29,528CommonNONE
464288281EMBISHARES TR$724,1700.09%7,509CommonNONE
921909768VXUSVANGUARD STAR FDS$713,4370.09%8,345CommonNONE
808524300SCHGSCHWAB STRATEGIC TR$698,5600.08%20,643CommonNONE
33738D747LQTIFIRST TR EXCHANGE-TRADED FD$686,1340.08%35,533CommonNONE
25434V724DFUVDIMENSIONAL ETF TRUST$665,3260.08%12,095CommonNONE
22788C105CRWDCROWDSTRIKE HLDGS INC$660,8800.08%866CommonNONE
81369Y704XLISELECT SECTOR SPDR TR$618,3320.07%3,338CommonNONE
30231G102XOMEXXON MOBIL CORP$614,5540.07%4,495CommonNONE
038222105AMATAPPLIED MATLS INC$611,8500.07%846CommonNONE
46625H100JPMJPMORGAN CHASE & CO$603,5470.07%1,844CommonNONE
464288562REZISHARES TR$583,9030.07%6,167CommonNONE
V7780T103RCLROYAL CARIBBEAN GROUP$579,9640.07%1,826CommonNONE
464287176TIPISHARES TR$571,8570.07%5,226CommonNONE
11135F101AVGOBROADCOM INC$549,1800.07%1,454CommonNONE
007903107AMDADVANCED MICRO DEVICES INC$543,7320.07%936CommonNONE
21900C308CRMDCORMEDIX INC$506,5370.06%64,527CommonNONE
33733E203FBTFIRST TR EXCHANGE-TRADED FD$494,8350.06%1,996CommonNONE
25434V880DFAXDIMENSIONAL ETF TRUST$450,6390.05%12,232CommonNONE
254687106DISDISNEY WALT CO$450,2030.05%4,677CommonNONE
46641Q332JEPIJ P MORGAN EXCHANGE TRADED F$449,2150.05%7,954CommonNONE
464288646IGSBISHARES TR$434,9740.05%8,299CommonNONE
33738D309FTSLFIRST TR EXCHANGE-TRADED FD$434,4500.05%9,708CommonNONE
464287762IYHISHARES TR$433,3170.05%6,466CommonNONE
464288414MUBISHARES TR$420,9280.05%3,911CommonNONE
552953101MGMMGM RESORTS INTERNATIONAL$417,2920.05%8,728CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$409,7710.05%11,114CommonNONE
097023105BABOEING CO$396,9120.05%1,834CommonNONE
842587107SOSOUTHERN CO$395,0460.05%4,128CommonNONE
458140100INTCINTEL CORP$383,7380.05%2,748CommonNONE
00214Q104ARKKARK ETF TR$377,7350.05%4,674CommonNONE
14020Y102CGCPCAPITAL GRP FIXED INCM ETF T$375,9180.05%16,865CommonNONE
00287Y109ABBVABBVIE INC$375,5600.05%1,492CommonNONE
464287440IEFISHARES TR$374,5430.05%3,960CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$372,5980.04%12,866CommonNONE
46432F834IXUSISHARES TR$371,2150.04%3,890CommonNONE
92204A702VGTVANGUARD WORLD FD$367,9550.04%3,079CommonNONE
90353T100UBERUBER TECHNOLOGIES INC$358,9240.04%4,974CommonNONE
G2004J103CCLCARNIVAL CORP LTD$354,4210.04%12,405CommonNONE
25434V500DFASDIMENSIONAL ETF TRUST$345,0390.04%4,190CommonNONE
464287523SOXXISHARES TR$344,7310.04%538CommonNONE
922908736VUGVANGUARD INDEX FDS$341,7400.04%3,967CommonNONE
38141G104GSGOLDMAN SACHS GROUP INC$339,1230.04%335CommonNONE
68389X105ORCLORACLE CORP$339,0650.04%2,314CommonNONE
001055102AFLAFLAC INC$330,1310.04%2,816CommonNONE
33741X102SDVYFIRST TR EXCHANGE TRADED FD$329,5490.04%7,639CommonNONE
33740U687GNOVFIRST TR EXCHNG TRADED FD VI$329,3340.04%7,880CommonNONE
311900104FASTFASTENAL CO$329,1320.04%6,853CommonNONE
23804L103DDOGDATADOG INC$329,0960.04%1,264CommonNONE
921946406VYMVANGUARD WHITEHALL FDS$328,9660.04%2,082CommonNONE
92203J407BNDXVANGUARD CHARLOTTE FDS$319,4500.04%6,596CommonNONE
33739Q507FCVTFIRST TR EXCHANGE-TRADED FD$319,4350.04%5,940CommonNONE
46138G102XSLVINVESCO EXCH TRADED FD TR II$319,4310.04%6,095CommonNONE
91324P102UNHUNITEDHEALTH GROUP INC$318,3730.04%766CommonNONE
81369Y886XLUSELECT SECTOR SPDR TR$305,5470.04%6,739CommonNONE
922907746VTEBVANGUARD MUN BD FDS$304,6310.04%6,023CommonNONE
46438F101IBITISHARES BITCOIN TRUST ETF$299,9770.04%9,011CommonNONE
69608A108PLTRPALANTIR TECHNOLOGIES INC$298,6760.04%2,560CommonNONE
031162100AMGNAMGEN INC$298,3820.04%824CommonNONE
14020W106CGDVCAPITAL GROUP DIVIDEND VALUE$297,7310.04%6,042CommonNONE
464288513HYGISHARES TR$297,6460.04%3,722CommonNONE
922908363VOOVANGUARD INDEX FDS$288,1160.03%419CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$281,8900.03%6,658CommonNONE
921937835BNDVANGUARD BD INDEX FDS$277,7230.03%3,783CommonNONE
464287101OEFISHARES TR$276,9750.03%757CommonNONE
25434V401DFUSDIMENSIONAL ETF TRUST$274,7790.03%3,353CommonNONE
46434V381XTISHARES TR$263,6620.03%3,191CommonNONE
78463V107GLDSPDR GOLD TR$261,9190.03%711CommonNONE
464287168DVYISHARES TR$259,1940.03%1,658CommonNONE
92537N108VRTVERTIV HOLDINGS CO$240,5350.03%718CommonNONE
025816109AXPAMERICAN EXPRESS CO$239,3970.03%708CommonNONE
92189F643MOATVANECK ETF TRUST$236,1410.03%2,271CommonNONE
464287614IWFISHARES TR$232,4960.03%1,872CommonNONE
947913109IVESWEDBUSH SER TR$231,6480.03%6,080CommonNONE
713448108PEPPEPSICO INC$230,3850.03%1,702CommonNONE
747525103QCOMQUALCOMM INC$229,3000.03%1,241CommonNONE
576323109MTZMASTEC INC$228,8330.03%550CommonNONE
742718109PGPROCTER & GAMBLE CO$227,2530.03%1,550CommonNONE
46428Q109SLVISHARES SILVER TR$226,0720.03%4,228CommonNONE
14019W109CGXUCAPITAL GROUP INTL FOCUS EQT$223,3800.03%6,452CommonNONE
464287226AGGISHARES TR$223,2140.03%2,255CommonNONE
931142103WMTWALMART INC$214,8060.03%1,897CommonNONE
166764100CVXCHEVRON CORPORATION$205,1560.02%1,238CommonNONE
N07059210ASMLASML HLDG NV$204,9130.02%103CommonNONE
75513E101RTXRTX CORPORATION$203,7430.02%1,074CommonNONE
808524706SCHESCHWAB STRATEGIC TR$202,9130.02%5,596CommonNONE
67073B106JPCNUVEEN PFD & INCOME OPPORTUN$94,5600.01%12,000CommonNONE
224916106CIKCREDIT SUISSE ASSET MGMT$28,3340.00%11,425CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.